Purchases and Sales Made in Q3 2024 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q3 2024. The information is specifically focused on institutions that hold shares of Walt Disney Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
16+ 0.2% |
$1.37K - $1.58K
|
8.02K
$872K
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
15+ 0.49% |
$1.28K - $1.48K
|
3.05K
$331K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
15+ 0.53% |
$1.28K - $1.48K
|
2.82K
$307K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
13+ 0.52% |
$1.11K - $1.28K
|
2.52K
$274K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
13+ 2.2% |
$1.11K - $1.28K
|
604
$65.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
13+ 0.23% |
$1.11K - $1.28K
|
5.74K
$624K
|
|
|
Oct 22, 2024
Q3 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
12+ 0.56% |
$1.03K - $1.18K
|
2.17K
$235K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
12+ 0.76% |
$1.03K - $1.18K
|
1.58K
$172K
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
12+ 0.42% |
$1.03K - $1.18K
|
2.9K
$315K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12+ 0.05% |
$1.03K - $1.18K
|
25.3K
$2.75M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
12New |
$1.03K - $1.18K
|
12
$1.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
12+ 0.48% |
$1.03K - $1.18K
|
2.49K
$270K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
12+ 34.29% |
$1.03K - $1.18K
|
47
$5.11K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
11+ 0.4% |
$942 - $1.08K
|
2.74K
$297K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
11+ 0.32% |
$942 - $1.08K
|
3.4K
$370K
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
11+ 0.26% |
$942 - $1.08K
|
4.28K
$465K
|
|
|
Oct 21, 2024
Q3 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
11+ 0.05% |
$942 - $1.08K
|
23.4K
$2.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
11+ 0.23% |
$942 - $1.08K
|
4.79K
$520K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
11+ 0.3% |
$942 - $1.08K
|
3.67K
$399K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
11+ 0.18% |
$942 - $1.08K
|
6.12K
$665K
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.42% |
$856 - $986
|
2.37K
$257K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
10+ 0.29% |
$856 - $986
|
3.42K
$372K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10+ 0.58% |
$856 - $986
|
1.74K
$189K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10+ 0.45% |
$856 - $986
|
2.25K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
10+ 0.25% |
$856 - $986
|
4.08K
$443K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
10+ 0.98% |
$856 - $986
|
1.03K
$112K
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
9+ 0.1% |
$770 - $887
|
9.42K
$1.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
9+ 0.29% |
$770 - $887
|
3.16K
$344K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
9+ 0.4% |
$770 - $887
|
2.24K
$243K
|
|
|
Oct 21, 2024
Q3 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
9+ 0.24% |
$770 - $887
|
3.77K
$409K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
9+ 0.37% |
$770 - $887
|
2.43K
$264K
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
9+ 0.19% |
$770 - $887
|
4.72K
$513K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
9+ 0.01% |
$770 - $887
|
95.7K
$10.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.29% |
$685 - $789
|
2.73K
$296K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
7+ 0.33% |
$599 - $690
|
2.12K
$230K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
7+ 0.25% |
$599 - $690
|
2.79K
$303K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
7+ 0.33% |
$599 - $690
|
2.13K
$231K
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
7+ 2.79% |
$599 - $690
|
258
$28K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
7+ 0.14% |
$599 - $690
|
4.97K
$540K
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
6+ 0.06% |
$514 - $592
|
10.8K
$1.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
6+ 0.24% |
$514 - $592
|
2.5K
$272K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
6+ 0.47% |
$514 - $592
|
1.29K
$140K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
6+ 0.13% |
$514 - $592
|
4.49K
$487K
|
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
6+ 0.02% |
$514 - $592
|
25.7K
$2.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
5+ 0.33% |
$428 - $493
|
1.51K
$164K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
5+ 0.09% |
$428 - $493
|
5.82K
$632K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5+ 0.19% |
$428 - $493
|
2.62K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
5+ 0.08% |
$428 - $493
|
6.62K
$719K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
4+ 0.5% |
$342 - $394
|
811
$88.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3+ 0.25% |
$257 - $296
|
1.2K
$130K
|